The core missions of Elon’s companies are always about maximizing the agency of humans.
If you have trouble driving, the car takes you where you want to go safely.
If you need care, Optimus will be there.
If you want to avoid traffic, there is Boring.
If you need connectivity, Starlink provides it.
If you want to go to space, Starship lowers the barrier to entry.
If you are paralyzed, Neuralink restores your agency.
If you want to be heard, X is there for your voice.
If you want to build something, Grok Build realizes your ideas.
By doing so, it inspires others to build. I am inspired to create a world where my kid has better access to agency than I do.
They ruled Iryna’s killer is incompetent to stand trial.
The same system ruled this man was plenty competent enough to be released back into society dozens of times.
It’s past time to remove these left wing activist judges.
We must stop harbouring those who wish to decapitate children.
A vast number of people need to be removed from our country - when I say vast, I mean it.
Millions and millions need to leave or be made to leave.
In Chile’s remote southern mountains, Starlink is providing reliable connectivity to a helicopter business for critical missions 🛰️🚁 → starlink.com/stories-chile
telegraph.co.uk/news/2026/06/0…
Man attempts to behead another man in the street.
"No evidence of terror at this stage, say police"
If that isn’t terror, what is? How much more terrifying does it need to be to qualify as terror?
They call for calm in the face of horror.
This is inhuman and manipulative.
The proportionate and natural response to an horrific incident is disgust, fear and anger.
They want to downplay the horror to dodge their own political responsibility for it.
There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it.
Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use.
2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number.
We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against.
The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then.
research.33fg.com/analysis/space…
We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods.
This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040.
The horizontal axis is the steepness of the orbital data center demand S-curve.
The vertical axis is the rate at which chip compute efficiency becomes cheaper.
Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time.
Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday.
We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share.
SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space.
It deserves doing the work as an investor. because this in not financial advice.
The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel.
Understand the world of outcomes and take your position accordingly.
Comparables and P/E won't take you far enough.
BREAKING: A Sudanese immigrant tried to behead a man in Northern Ireland
After the attack, flash protests were announced in at least 70 LOCATIONS across the UK by tonight
🚨 Meet Doris, she lives in California and is registered as a 126 year old who has voted in 51 elections and has NO IDEA.
California’s voting system is so corrupt that by simply knocking on the door of the “126 year old” proves election fraud.
EXPOSE IT ALL.
🚨 HOLY SMOKES. Governor candidate Steve Hilton just revealed the stunning reality of California fraud: They ALLOW mail-in ballots to BACKDATE by HAND so they can be counted late, and not invalid
"It's NOT just the postmark. YOU CAN HAND-WRITE THE DATE!"
"Just to be really clear: you can BACKDATE YOUR BALLOT."
"BY HAND."
"And it will be counted."
"That's how insane this system is."
This is MADNESS!! 🤯
BILLY BUSH: "That is OUTRAGEOUS."
@hotmicsbilly
Imagine the Sun is a giant never-ending battery.
Right now on Earth we only sip a tiny tiny bit of its power.
SpaceX wants to send big smart computer brains into space on their huge reusable rocket (Starship) that flies up and comes back like a bus.
These space computers will wear giant solar-panel capes to drink sunlight and big shiny radiator wings to stay cool by shining heat into empty space.
Why? So one day we can use way more of the Sun’s power and become a super-advanced space civilization! 🚀
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Bolsonaro - João 8:32
LIBERDADE!!!